BRPI0621211A2 - sistema configurado para facilitar serviços de consulta financeira - Google Patents

sistema configurado para facilitar serviços de consulta financeira Download PDF

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Publication number
BRPI0621211A2
BRPI0621211A2 BRPI0621211-5A BRPI0621211A BRPI0621211A2 BR PI0621211 A2 BRPI0621211 A2 BR PI0621211A2 BR PI0621211 A BRPI0621211 A BR PI0621211A BR PI0621211 A2 BRPI0621211 A2 BR PI0621211A2
Authority
BR
Brazil
Prior art keywords
investment
performance
information
choices
customer
Prior art date
Application number
BRPI0621211-5A
Other languages
English (en)
Portuguese (pt)
Inventor
Eric S Smith
Joseph S Simko
Original Assignee
Consulting Services Support Corp
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Consulting Services Support Corp filed Critical Consulting Services Support Corp
Publication of BRPI0621211A2 publication Critical patent/BRPI0621211A2/pt

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Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Operations Research (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
BRPI0621211-5A 2006-02-16 2006-02-16 sistema configurado para facilitar serviços de consulta financeira BRPI0621211A2 (pt)

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
PCT/US2006/005364 WO2007106058A2 (en) 2006-02-16 2006-02-16 Decision assistance platform configured for facilitating financial consulting services

Publications (1)

Publication Number Publication Date
BRPI0621211A2 true BRPI0621211A2 (pt) 2011-12-06

Family

ID=38509901

Family Applications (1)

Application Number Title Priority Date Filing Date
BRPI0621211-5A BRPI0621211A2 (pt) 2006-02-16 2006-02-16 sistema configurado para facilitar serviços de consulta financeira

Country Status (8)

Country Link
EP (1) EP1984882A4 (de)
JP (1) JP5113083B2 (de)
CN (1) CN101529459A (de)
AU (1) AU2006340069A1 (de)
BR (1) BRPI0621211A2 (de)
CA (1) CA2641999A1 (de)
MX (1) MX2008010523A (de)
WO (1) WO2007106058A2 (de)

Families Citing this family (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN106355495A (zh) * 2016-08-31 2017-01-25 苗青 一种导航式智能投顾辅助决策系统

Family Cites Families (8)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JPH11110447A (ja) * 1997-10-06 1999-04-23 Pfps Kenkyukai:Kk 総合ポートフォリオ計画システム
JP2002007690A (ja) * 2000-06-19 2002-01-11 Nec Corp インターネットを用いたポートフォリオの簡易作成方法
US7536332B2 (en) * 2001-02-02 2009-05-19 Rhee Thomas A Real life implementation of modern portfolio theory (MPT) for financial planning and portfolio management
JP2003108775A (ja) * 2001-09-26 2003-04-11 Mizuho Bank Ltd 資産運用情報提供方法及び資産運用情報提供プログラム
US20040133439A1 (en) * 2002-08-21 2004-07-08 Dirk Noetzold Method and system for valuation of complex systems, in particular for corporate rating and valuation
US20040073442A1 (en) * 2002-10-11 2004-04-15 Heyns Herman R. Strategic planning and valuation
JP2005141694A (ja) * 2003-11-10 2005-06-02 Patrick Kawasujii ポートフォリオ作成装置および方法ならびにポートフォリオ作成のためのプログラム
JP2007515017A (ja) * 2003-12-17 2007-06-07 デイビツド ビー ルーパー 投資助言を行う方法およびシステム

Also Published As

Publication number Publication date
MX2008010523A (es) 2008-10-20
WO2007106058A3 (en) 2009-05-22
EP1984882A2 (de) 2008-10-29
JP2009527048A (ja) 2009-07-23
CA2641999A1 (en) 2007-09-20
AU2006340069A1 (en) 2007-09-20
JP5113083B2 (ja) 2013-01-09
CN101529459A (zh) 2009-09-09
WO2007106058A2 (en) 2007-09-20
EP1984882A4 (de) 2010-11-24

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Legal Events

Date Code Title Description
B08F Application dismissed because of non-payment of annual fees [chapter 8.6 patent gazette]

Free format text: REFERENTE A 9A ANUIDADE.

B08K Patent lapsed as no evidence of payment of the annual fee has been furnished to inpi [chapter 8.11 patent gazette]

Free format text: REFERENTE AO DESPACHO 8.6 PUBLICADO NA RPI 2308 DE 31/03/2015.